Partner Data Entry > Virginia tab

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Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.
To update a partner's state-specific information, select that partner in the Partner Information window, then select the appropriate state tab.

Fields & buttons

Virginia information group box
Unified nonresident income tax return
Mark this checkbox if the partner is participating in the filing of a Unified Nonresident Individual Income Tax Return. UltraTax CS marks the box on this partner's Schedule VK-1.
Date owner acquired interest
Enter the date the partner acquired interest in this partnership. UltraTax CS uses this information on this partner's Schedule VK-1.
Part year Virginia resident
Enter the dates the partner was a resident of Virginia. UltraTax CS calculates withholding for the non-resident period.
Entity
If this partner is a partnership, select the type of partnership from the drop-down list. UltraTax CS determines the code for the owner's entity type on Schedule VK-1.
Exempt from income tax
Mark this checkbox if the partner is exempt from income tax. UltraTax CS enters the appropriate code on the partner's Schedule VK-1 and prevents withholding tax from calculating for this partner.
Publicly traded partnership
Mark this checkbox if the partner is a publicly traded partnership. UltraTax CS enters code 04 on the partner's Schedule VK-1 and prevents withholding tax from calculating for this partner.
Undue hardship
Mark this checkbox if the partner is exempt from withholding tax due to undue hardship. UltraTax CS enters code 06 on the partner's Schedule VK-1 and prevents withholding tax from calculating for this partner.

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